多氟多(002407) - 2017年11月24日投资者关系活动记录表
DFDDFD(SZ:002407)2022-12-04 08:28

Group 1: Sales and Market Position - In 2016, the sales volume of lithium hexafluorophosphate was 3,300 tons, accounting for approximately one-third of the domestic market [3] - The company is expected to see growth in production and sales volume in 2017 [3] - The company is the largest manufacturer of lithium hexafluorophosphate in China and the only exporter to South Korea and Japan [3] Group 2: Price Trends - In 2015, the price of lithium hexafluorophosphate surged due to extreme supply-demand imbalance [4] - The price remained high at 400,000 RMB/ton in 2016, dropping to around 340,000 RMB/ton by the end of the year [4] - By the second half of 2017, prices fell to tens of thousands of RMB per ton, but are expected to gradually recover due to policy and new energy vehicle development [4] Group 3: Technological and Production Advantages - The company has an integrated supply chain from fluorite to lithium fluoride, resulting in lower production costs [3] - Since 2011, the company has adopted aluminum-plastic film soft-pack technology, enhancing safety and performance [4] - By 2020, the company aims to double the energy density of lithium batteries and reduce costs by 50% [4] Group 4: Environmental and Risk Management - The company utilizes closed-loop systems for wastewater treatment, ensuring no discharge of production wastewater [5] - Waste materials are recycled, with gypsum waste sold to cement factories and waste liquids processed into calcium chloride for sale [5] - The company is committed to increasing R&D and environmental investments to develop "smart chemical plants" and "green factories" [5] Group 5: Future Development Strategy - The company aims for diversified development across four major sectors: fluorinated salts, electronic-grade chemicals, lithium batteries, and new energy vehicles [5] - It plans to explore lightweight structures, electrification, and intelligent vehicle technologies to align with national goals [5] - Future development will be supported by information technology and financial strategies, focusing on innovation and democratic management [5]